13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0002009012-25-000006
Total Value
$46.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KORNIT DIGITAL LTD. CMN | KRNT | 487,262 | $9.3M | 20.23% |
| 2 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 195,997 | $7.1M | 15.42% |
| 3 | CARGURUS, INC. CMN | CARG | 224,514 | $6.5M | 14.23% |
| 4 | RADCOM LTD CMN | RDCM | 475,954 | $5.4M | 11.84% |
| 5 | PINTEREST INC CMN CLASS A | PINS | 158,678 | $4.9M | 10.70% |
| 6 | ACV Auctions Inc Cmn | ACVA | 304,650 | $4.3M | 9.34% |
| 7 | UDEMY, INC. CMN | UDMY | 541,567 | $4.2M | 9.14% |
| 8 | COURSERA INC. CMN | COUR | 438,362 | $2.9M | 6.35% |
| 9 | Integral AD Science Holding Co CMN | 45828L108 | 156,899 | $1.3M | 2.75% |